See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,544 | $53,516+82.3% | $126,539-22.9% | $84,808+15.0% |
| Participation rate | 60.5% | 58.2%+2.2pp | 69.8%-9.4pp | 68.3%-7.8pp |
| Annual return | 12.97% | 58.34%-45.4pp | 425.95%-413.0pp | 40.90%-27.9pp |
| Employer contribution / active EE | $417 | $1,535-72.8% | $3,674-88.7% | $2,631-84.2% |
| Participant deferral / active EE | $5,323 | $2,671+99.3% | $4,083+30.4% | $4,212+26.4% |
| Admin fee / account holder | $2,033 | $4,497-54.8% | $6,065-66.5% | $7,344-72.3% |